Restoring Workflows

• If a homeowner requests that a Workflow be restored, be sure that the homeowner submits the request in writing. The request will only be accepted within 14 days of the initial request to cancel.

The agent should send the request to DP:

• Create a ticket.

• Title it ‘Restoration – H/O name - Org’

• Add the email address of the homeowner.

• Add the installer’s org name.

• Add the homeowner’s address.

• Add the job link.

• Update the ticket status to ‘Waiting for Deal Processing.’

• If an installer reaches out to restore a workflow that was cancelled at the homeowner's request, the homeowner will need to submit their approval in writing. Requests will only be accepted within 14 days of the initial request to cancel. After that, the homeowner will need to re-sign. Reply to the homeowner in the original ticket (if available), otherwise create a linked ticket from the installer’s request.

Response: (Installer’s name) has advised EverBright that you have decided to proceed with your solar project. Please reply to this email and confirm your intent to reinstate your EverBright agreement. Thank you!

• Create a ticket.

• Title it ‘Restoration – H/O name - Org’

• Add the email address of the homeowner.

• Add the installers org name.

• Add the homeowner’s address.

• Add the job link.

• Update the ticket status to ‘Waiting for Deal Processing.’

  • This will create a duplicate ticket in the DP queue and Deal Processing will process the request.

The agent should send the request to DP:

• Create a ticket.

• Title it ‘Restoration – H/O name - Org’

• Add the email address of the homeowner.

• Add the installers org name.

• Add the homeowner’s address.

• Add the job link.

• Update the ticket status to ‘Waiting for Deal Processing.’